China's battery king just lost 10%. 'De-CATLization' is the reason
The world's largest EV battery maker is being squeezed as automakers diversify suppliers and build in-house cells, and the 10% slide signals what that means for the EV supply chain.

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14 briefings · “china”
The world's largest EV battery maker is being squeezed as automakers diversify suppliers and build in-house cells, and the 10% slide signals what that means for the EV supply chain.
A final call from Beijing puts high-net-worth individuals on notice: declare offshore trust gains by October 22 or face penalties, with ripple effects for Hong Kong's wealth hub.
The federal ban on the low-cost Chinese model signals a new front in AI supply-chain security, with compliance and vendor implications.
The consulting giant's strategic review of its Greater China unit could set a benchmark for every multinational weighing its China exposure.
Official data shows Beijing's Treasury holdings at an 18-year low, but custodial shifts suggest the real number is far higher - and Canada is the tell.
US-China tech rivalry may be opening a door for crypto, and Solana just walked through.
Solidigm's equipment-export request to Washington could reshape where the world's memory chips get made - and who gets to sell them.
A Chinese DRAM maker just changed the competitive math for Samsung, SK Hynix, and Micron - and for every buyer of memory chips.
Analysts are slashing earnings forecasts as the twin measures collide with a domestic sales slump, pushing 50-odd EV makers toward a do-or-die moment.
The world's largest luxury group says Chinese consumer sentiment is deteriorating, and the Molly Tea legal case adds to the brand's troubles in its second-biggest market.
The 'Trump whisperer' keeps his White House and Beijing access as Apple navigates tariffs and a $4.6 trillion market cap.
The deal doubles Uber's dual-services footprint and pushes a ride-and-eats bundling play into 50 more markets.